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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
3751
Mendel Capital Management
Arkansas
$236K +$195K +222 New
LP
3752
LGL Partners
Pennsylvania
$236K +$194K +221 New
LIP
3753
Lynch Investment Planning
Pennsylvania
$235K +$194K +221 New
EFL
3754
ERn Financial LLC
Wisconsin
$235K +$194K +221 New
FAC
3755
Financial Advisory Corporation
Michigan
$234K +$193K +220 New
CI
3756
Carroll Investors
South Carolina
$234K +$193K +220 New
SCM
3757
Sidoxia Capital Management
California
$234K +$193K +220 New
APW
3758
Atlantic Private Wealth
North Carolina
$233K – – –
TFM
3759
Trademark Financial Management
Minnesota
$233K +$192K +219 New
SS
3760
Sound Stewardship
Kansas
$233K +$192K +218 New
PAM
3761
Pacific Asset Management
Washington
$233K +$192K +218 New
WAM
3762
Weinberger Asset Management
California
$232K -$3.51K -4 -1%
WWM
3763
Wolff Wiese Magana
California
$232K -$18.4K -21 -9%
AA
3764
Auxano Advisors
Washington
$231K +$191K +217 New
CB
3765
Chris Bulman
California
$231K -$208K -237 -52%
CH
3766
Canton Hathaway
Rhode Island
$231K – – –
MCM
3767
Mattern Capital Management
Colorado
$231K +$191K +217 New
CSI
3768
Clark & Stuart Inc
Maine
$230K -$87.8K -100 -32%
CPWL
3769
Coquina Private Wealth LLC
Florida
$230K +$190K +216 New
DA
3770
Detalus Advisors
Missouri
$230K +$190K +216 New
LFWA
3771
LiftPoint Family Wealth Advisors
New Jersey
$230K +$190K +216 New
CA
3772
Centerpoint Advisors
Massachusetts
$229K – – –
SWM
3773
Salvus Wealth Management
New Jersey
$229K -$87.8K -100 -32%
LPP
3774
Life Planning Partners
Florida
$229K +$189K +215 New
WI
3775
Westbourne Investments
Virginia
$229K +$189K +215 New
149 150
151
152 153